ThaiCapitalist research
BAM: is expanding partnership with financial institution, aiming to add 2 more JV AMCs by 2026, preparing to explore profit-sharing model for managing NPLs. Comment: I wonder how many JV”s BAM can handle? And what are the implications of this to the market? They set the floor price of NPAs due to their ability/requirement? To […]
Read More →Hello Hello Hello Mr. Market, Uncle Pon is back. And what’s changed? Thai politics is still messy, yawnz, earnings are meh, yawnz, DELTA is still the only game in town, yawnz…but what if, what if … But what if, what if… But but but I’ve often thought that the capital that is sloshing around in […]
Read More →Notable Transactions Buy(s) THB 2.8 mn Sell(s) THB 15.8 mn
Read More →CRC: Shareholders approved the sale of the Rinascente mall in Italy. The Bt14.7bn proceeds will be used to fund growth in Southeast Asia and repay loans, reducing total debt by Bt5.3bn. The company plans to allocate Bt7.7bn for a special dividend of Bt1.28/share, providing immediate returns to shareholders. Comment: Such a scam on public shareholders…well […]
Read More →BCPG: Posted net profit of THB626m, reversing a net loss of THB28m a year earlier and in line with consensus of THB630m. Comment: Thaksin and friends are going to make bank on BCP if they can truly turn it around. CPF: Announced the dissolution of nine UK subsidiaries engaged in import businesses for processed and […]
Read More →BANPU/AMATA: BANPU and AMATA has formed Amata Esco Next Llc JV to develop rooftop solar installations with a combined capacity of 227MW across two of Amata’s major industrial parks in Vietnam: the 686-hectare Amata City Ha Long, and the 410-hectare Amata City Long Thanh. BANPU holds a 65% stake through Esco Next Llc, while AMATA […]
Read More →BANPU: forms 65:35 JV with AMATAV to expand solar business in Vietnam. BBL: is partnering with the MIT to bring the power of AI and digital innovation to Thai SMEs and the agricultural sector. Comment: HAHAHA, Bangkok Bank being tech savvy? bwahahahahahahahaha CPN: has seen surge traffic thru malls as spenders come for dine-in to […]
Read More →ADVANC : Pratthana Leelapanang will succeed Somchai Lertsutiwong as AIS CEO. He joined AIS in March 1997, previously serving as Executive Vice President for Marketing (2013–2017) and Chief Consumer Business Officer (2017–July 2025), before being named Deputy CEO. (Bangkok Post) ATLAS: Management is optimistic about government tourism measures, which are expected to boost LPG travel […]
Read More →Notable Tranactions Buy(s) THB 311 mn Sell(s) THB 317
Read More →BBL : NVDR holding in BBL rose to 23.64% from 23.1% last Friday. If it continues to approach the 25% limit, the SET may temporarily suspend purchases of BBL-R, as seen 3–4 times in the past. Foreign headroom remains ample at 55.7m shares. Comment: This happens every now and again… BPP/BANPU : Banpu Power is […]
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